U.S. election won't change our fund analyst ratings

Here are a few questions worth asking yourself before selling a fund.

Jeffrey Ptak, CFA 9 November, 2016 | 6:00PM
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If you own funds or ETFs and you're watching the market slide, you understandably might be concerned. In fact, some of you might even be worried enough to consider making a change to your fund investments or overall allocation. But that's probably a bad idea.

Before I explain why, here's a bit of perspective: My Morningstar colleagues and I conduct research on thousands of funds and ETFs globally. We assign a rating to every fund we analyze, with that rating signaling our level of conviction in the fund's future prospects. While the rating isn't advice, it offers a sense of how strongly we believe a fund is likely to outperform or underperform in the future.

Given this, you might wonder whether we're considering changing any of those ratings to, say, send a signal about the impact of today's market tumult on these funds. The short answer is, we're not changing a single rating for that reason.

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About Author

Jeffrey Ptak, CFA

Jeffrey Ptak, CFA  Jeffrey Ptak, CFA, is head of global manager research for Morningstar.

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